Jules operates her financial advisory practice within the Millennium Wealth partnership, joining the firm in 2023. With over 19 years of experience in the financial services industry, she has developed a deep expertise in creating tailored, strategic financial solutions. Jules has held senior advisory roles at Viridian Advisory and Westpac Financial Planning, where she received multiple national awards and was honoured five times with selection to the prestigious annual conference recognising the top 50 advisers across the Westpac Group. In 2017, she was one of only two advisers selected nationwide to attend the exclusive BT Financial Group – BT Blue conference.

Jules is deeply committed to building strong, lasting relationships with her clients. She takes a personalised approach to financial advice, focusing on each client’s unique goals, priorities, and life stages. Through this, she creates bespoke strategies that not only help clients grow and protect their wealth but also empower them to confidently achieve a self-funded retirement.

She holds a Master of Commerce in Financial Planning and is registered with the Tax Practitioners Board.

Outside of her professional life, Jules enjoys spending quality time with her partner and staying active. She is an avid participant in both hockey and baseball and has completed four half-marathons.

​0421 996 615
jules@millenniumwealth.com.au